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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2801
Walser Wealth Management
Florida
$467K +$457K +818 New
WSFG
2802
Wall Street Financial Group
Illinois
$466K +$45.3K +81 +11%
WWC
2803
Waypoint Wealth Counsel
Georgia
$465K +$45.3K +81 +11%
TPWA
2804
TRUE Private Wealth Advisors
Oregon
$465K -$9.5K -17 -2%
CWM
2805
Collaborative Wealth Management
Florida
$465K +$456K +815 New
CWMK
2806
Caliber Wealth Management (Kansas)
Kansas
$464K -$29.1K -52 -6%
IIA
2807
Integral Investment Advisors
California
$463K +$91.7K +164 +25%
BMWS
2808
Brady Martz Wealth Solutions
North Dakota
$462K -$17.3K -31 -4%
MCM
2809
Morton Capital Management
California
$461K +$2.79K +5 +0.6%
AF
2810
Apollon Financial
South Carolina
$460K -$10.1K -18 -2%
FFC
2811
First Financial Corp
Indiana
$460K -$2.79K -5 -0.6%
LGG
2812
Luts & Greenleigh Group
Maryland
$460K +$1.12K +2 +0.2%
TWP
2813
Tempus Wealth Planning
California
$459K +$18.4K +33 +4%
SSW
2814
Smith Shellnut Wilson
Mississippi
$458K – – –
MCA
2815
Millennium Capital Advisors
Arkansas
$457K – – –
NRWA
2816
North Ridge Wealth Advisors
Oregon
$457K – – –
SCA
2817
Stonebridge Capital Advisors
Minnesota
$456K -$10.1K -18 -2%
HA
2818
Hamel Associates
New Jersey
$456K -$10.1K -18 -2%
VNA
2819
Valley National Advisers
Pennsylvania
$456K +$37.5K +67 +9%
4WM
2820
49 Wealth Management
Texas
$455K +$191K +341 +75%
DFA
2821
DHJJ Financial Advisors
Illinois
$454K -$5.59K -10 -1%
OPWM
2822
Oregon Pacific Wealth Management
Oregon
$454K -$173K -309 -28%
GKFF
2823
George Kaiser Family Foundation
Oklahoma
$453K – – –
PGCM
2824
Prescott Group Capital Management
Oklahoma
$453K – – –
FWP
2825
Falcon Wealth Planning
California
$450K +$92.2K +165 +26%
111 112
113
114 115